Testimonials & News

Adrian

TESTIMONIALS

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What were the circumstances that caused you to look for a financial adviser?

Josh was the FA for the company my dad had chosen to invest some significant investment.

How did Dr Josh Lewis help you?

My dad had severe dementia and ultimately passed away. Josh has been extremely helpful going way beyond what he was obliged to do with regard to the investments and has helped us with sorting out other issues with regard to my dads estate. He is very professional and caring.

Have you seen the outcome you were hoping for?

Josh exceeded my expectations for a Financial Advisor

What could they have done better?

There is nothing Josh could have done better as he exceeded all my expectations. I would not hesitate to recommend Josh to anyone. He is professional in his approach and from my experience I know he definitely cares about his clients.

Dr Josh's reply

Adrian - many thanks for your kind words. I am sorry at the loss of your father but my service doesn't stop there and I am pleased that I have been able to make matters a little easier for you as a result of recent circumstances. I provide holistic financial planning and as in your case it is important that we help children and beneficiaries navigate the administration of estates and parents' existing plans. Best wishes to you and your family.

IAM Financial is a trading style of IAM Financial Planning Limited which is an appointed representative of Quilter Financial Planning Solutions Limited which is authorised and regulated by the Financial Conduct Authority.

IAM Financial Planning Ltd is registered in England and Wales. Company Number 08972423.
Registered Address: Westgate House, 2 Union Road East, Abergavenny, Gwent, Wales, NP7 5UW.